Oracle's stock dropped 19% this week, its steepest fall since the 2001 dot-com bust, driven by concerns over its $130 billion debt and heavy spending on AI infrastructure. The company’s capital expenditures surged 162% to nearly $56 billion in fiscal 2026, resulting in nearly $24 billion negative free cash flow. Despite these challenges, 71% of analysts remain bullish, expecting Oracle to continue investing in data centers and AI, though debt and equity financing will be key investor concerns moving forward. Oracle plans to raise $40 billion in fiscal 2027 to support its AI commitments and cloud expansion.
Oracle's stock fell from $303.62 in October 2025 to $152.46 in mid-2026 due to large capital expenditures and a planned $40 billion capital raise, despite strong Q4 FY2026 revenue of $19.184 billion and cloud growth of 93%. The company holds a $638 b...
Wedbush views the recent sharp sell-off in major tech stocks like Microsoft, Meta, and Nvidia as short-term impatience rather than a breakdown in the AI sector. The broker highlights that these companies are in the early stages of a long-term AI infr...
Wedbush views the recent sharp sell-off in major tech stocks like Microsoft, Meta, and Alphabet as short-term impatience rather than a collapse in the AI sector. The broker highlights that these companies are in an 'air pocket stage' due to heavy cap...
Several leading technology companies tied to AI have fallen over 20% from their highs, entering bear market territory due to high valuations, heavy AI investment costs, and economic pressures like potential interest rate hikes. Companies like Coinbas...
Analysts surveyed by LSEG predict that several major S&P 500 tech stocks, including Microsoft, Oracle, and Netflix, will see price increases of at least 45% over the next year. This optimism comes even as specialized AI hardware makers have outperfor...
